Pathfinder Wealth Consulting, Inc.
CRD 336658SEC# 801-134277Wilmington, NC
No longer SEC-registered. Pathfinder Wealth Consulting, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$865.5M
Employees
17
Accounts
1,895
Location
Wilmington, NC
Pathfinder Wealth Consulting, Inc. assets under management
Pathfinder Wealth Consulting, Inc. operates as an SEC-registered investment adviser based in Wilmington, NC. It reports $865.5 million in regulatory assets under management and employs 17 people.
Pathfinder Wealth Consulting, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Walsh | Partner & Wealth Advisor | 10-25% | 2025 |
| Jason Thomas Wheeler Control | Ceo & Wealth Advisor | 50-75% | 2025 |
| John Brantley Zachary | Partner & Wealth Advisor | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Pathfinder Wealth Consulting, Inc. manage?
Pathfinder Wealth Consulting, Inc. reports $865.5 million in regulatory assets under management on its Form ADV.
How many employees does Pathfinder Wealth Consulting, Inc. have?
Pathfinder Wealth Consulting, Inc. reports 17 employees.
Where is Pathfinder Wealth Consulting, Inc. located?
Pathfinder Wealth Consulting, Inc. is based in Wilmington, NC.
Does Pathfinder Wealth Consulting, Inc. disclose fund performance?
Pathfinder Wealth Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4018 Oleander Drive, Suite 102, Wilmington, NC 28403 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$865.5M▲ 2%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$865.5Mregulatory AUM
Discretionary $865.5M